Anthropic’s AI warning may weigh on chips, but trade seen intact

AI executives’ calls to slow development of the technology are likely to weigh on chipmaker and supply-chain stocks in the near term, but will probably have limited long-term impact as spending on computing infrastructure remains strong, market watchers say.

Semiconductor makers and other artificial intelligence-linked stocks may bear the brunt of any initial selloff on Monday, while investors assess whether a more cautious approach to developing advanced models will crimp earnings. Still, with demand for chips, energy and computing power continuing to outstrip supply, any weakness may prove short-lived.